APPX: Retention Experience

Retention is the miraculous part of the insurance business: renewable income is the lifeblood of every agency! Most entrepreneurs in other industries would kill to be in a business affording this opportunity. But if your team members are among the 85% who don’t know your agency's retention rate, you are missing enormous potential. While many agencies believe their retention is high, few know their actual retention number. Once we help you learn your retention rate, Agency Performance Partners can work with your team to drive it up. Even a high retention rate can get better through our strategies. Every policy saved drives more to the bottom line.

Our 6-month retention program hyper-focuses on setting and hitting monthly retention goals, personal development, effective tracking and accountability. Our goal is to turn your agency into a retention-driven organization. The truth is many agencies do not call their clients proactively to review accounts. Through this program every client will receive an annual review phone call.

We help your team learn how to increase retention, referrals and account coverage, while boosting retention and decreasing workload. This is a win-win. It’s the right thing for your client because it provides a much more personal renewal experience and your team educates clients to exposures they might have missed. And it’s the right thing for your team, who are increasing revenue, maximizing the lifetime value of the client and reducing your agency's E&O exposure.

We train your team to go from reactive to proactive, putting your team in control of communication and reducing the number of re-shops, in-bound calls, complaints and questions. One way that this program accomplishes this is by ensuring that every client will receive an annual review phone call. After only 6 months we see on average a reduction in team stress, a 1-2% increase in retention and 4-8 account rounds per person, per month.

HOW WE BUILD A SALES CULTURE

TRAINING

Two Onsite Training Days

Designed Content

Interactive Session

TRACKING

Bi-Weekly Metrics

TOOLS

Scripts

Role Playing

Worksheet

COACHING

Bi-Weekly Coaching Calls

Workbook

Plan of Attack

LEARN MORE

Learn more about out AppX Retention Experience and how it has transformed agencies just like you. If you are concerned about team buy in, leave it to us. We are experts on rallying the troops and getting everyone on board.

6 Months to Better Retention

MONTH1

KICK-OFF MONTH

During month one we engage with you to understand your current agency practices, get organized, ship workbooks, identify tracking, and build your custom process

MONTHS2-3

LAUNCH APPX

One day onsite training with your team to get started on best practices. 1:1 meetings to review goals.

MONTHS2-5

EXECUTE THE TRAINING

Break down training concepts into bi-weekly segments for success. Couple this with tracking to see your results.

MONTH5

TRAINING DAY 2

Continue to energize the program with this follow-up and address any agents who are lagging.

MONTH6

GRADUATION!

Team is up and running! Troubleshoot any problems, review results and select the next focus.

Sheets Forrest Draper: AppX Retention

We helped the team increase efficiency and improve their hit ratios in retention and cross selling.

RESULTS DON’T LIE

Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”

Roger

Owner

Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent

Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist

IMG

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”

Kathy

Account Manager

Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”